Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath ...
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Self-Awareness Through the Enneagram with Tracy Weiss
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In this episode, John chats with Tracy Weiss, a licensed mental health counselor and life consultant, about her journey from branding to counseling. Tracy shares her passion for the Enneagram personality assessment, explaining its nine types and how they shape behavior and stress responses. She also discusses how the Enneagram can enhance personal …
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Sit down with John & Rich on the The Above Board Podcast this week as they reveal the power of 'Stay Interviews' and the impact of truly checking in with those around us. From boosting team morale to deepening personal connections, they share actionable tips on how intentional communication can transform your relationships. Whether you're looking t…
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Today John revisits the theme 'Shady Trees' from episode 90 of The Above Board Podcast, highlighting the importance of staying the course during market volatility. Drawing inspiration from Warren Buffett's quote about planting seeds for future success and the recent ups and downs in financial markets, we discuss strategic course corrections, the pi…
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Red Days & Recovery: How to Stay the Course in a Volatile Market
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John Kennedy, CFP®, and Michael Scott, CFA, address market volatility, emphasizing the importance of staying the course and understanding the economic landscape. They discuss the nuances between garden variety corrections and bear markets, the impact of Federal Reserve decisions, and the significance of earnings reports. This episode provides a bal…
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On today's Above Board episode, Rich shares personal anecdotes about his career shift and familial influences, while John reflects on his own risk tolerance and journey with CandorPath. They discuss the concept of micro regrets and the significance of micro gratitude, providing meaningful lessons for personal and professional growth. Whether you're…
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What is Youth Sports Really Costing You?
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Join John Kennedy as he teams up with Patrick Sirmeyer from the Class Athlete Podcast to explore the financial world of youth sports. Learn how to balance your child's athletic dreams with financial security. In this episode, we discuss the importance of recreational sports, ways to prevent burnout, and tips on making smart investments for both you…
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Mid-Year Election Update with Michael Scott, CFA
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Join John and Michael Scott, CFA as they discuss the upcoming election and its potential impact on the economy and markets. This episode is packed with data designed to help ease the minds of investors. Learn about historical market performance during election years, how emotional biases can impact your investment decisions, and why a strategic ass…
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Financial Date Nights: Building Money Confidence as a Couple
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In today's episode, John addresses the impact that money stress can have on relationships. He emphasizes the importance of open and constructive financial conversations with your partner, sharing his own personal experiences with financial date nights with his spouse. You'll learn practical steps for setting up your own financial date nights, conve…
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Navigating Remote Work Success with Patrick Sirmeyer
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In this episode of the Above Board Podcast, host John Kennedy welcomes back Patrick Sirmeyer, CEO of Luxus+, to discuss the evolving landscape of remote work. Patrick shares insights on managing a team remotely, the importance of work-life balance, and how his company navigated the transition to a remote-first environment. Join us for a compelling …
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Policy Playbook: Energizing your Insurance Needs
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Ready to get the inside scoop on all things insurance? Join our amazing Co-Host, John Kennedy, CFP®, on this episode as he approaches this often-overlooked, but super important topic! John doesn’t just talk the talk—he shares personal stories and professional insights that will have you rethinking your approach to insurance. From life insurance bas…
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The Power of Pre-Suasion with Brian Ahearn
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In this episode of the Above Board Podcast, host John Kennedy welcomes back Brian Ahearn, the Chief Influence Officer at Influence People, a keynote speaker, and a Cialdini-certified coach. They discuss ethical persuasion, the science of influence, and Brian’s latest TEDx talk on 'Pre-suasion.' Brian shares personal stories, including the impact of…
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Mastering the Basics with Sensei Juan
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This week, we have a special guest, Sensei Juan Colón, joining us to dive deep into the essentials of martial arts and personal growth. Sensei Juan began his journey in Shotokan karate in 1991 after experiencing bullying during his elementary school years. Today, he holds a First-degree black belt in Shotokan and a Fourth-degree black belt in Ameri…
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Permission to Call Me Out: A Path to Gratitude
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We can all agree that emphasizing the importance of gratitude and maintaining a "glass half full" approach to life is important. In today's episode, John Kennedy shares a recent conversation between he and his wife that helped him to cultivate a more optimistic outlook. Since that time, he has gone to some extreme measures to find ways back to grat…
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Catching Confidence: Your Money Edition
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Join John Kennedy, CFP®, as he discusses the power of building financial confidence through hard work and momentum. Reflecting on the concept of 'things are caught, not taught,' John shares valuable insights on financial success and generational wealth. Think of financial confidence like building a muscle—the more you work at it, the stronger it ge…
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In this episode of The Above Board podcast, Matthew Marcoux and Mackindsay Herbert debunk common tax myths. Tune in as they share essential tips for individuals and small business owners, covering tax management, IRS interactions, and the importance of planning. From filing taxes for beginners to seeking professional advice, they offer strategies f…
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Are You Compulsively Making Things Worse?
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On this episode of The Above Board podcast, host John Kennedy shares practical tips on managing worry and stress. Drawing from Tim Ferriss' advice to 'avoid making things worse,' Kennedy emphasizes self-awareness in breaking negative cycles. He explores how past traumas influence our reactions and suggests healthier coping strategies. Tune in for a…
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Join John Kennedy and Rich as they explore the profound concept of 'being the one' within your family and circle. In this engaging episode, they navigate the delicate balance between support and enabling, sharing relatable personal anecdotes along the way. Discover actionable advice on empowering your loved ones responsibly, shifting the focus from…
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In this episode of The Above Board podcast, host John Kennedy introduces the concept of managing finances with the same diligence people use for their health through wearables like Apple Watches and Whoop Bands. He draws parallels between health metrics and financial indicators, advocating for the use of financial tracking tools to improve financia…
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In this episode of The Above Board Podcast, John Kennedy and returning guest Rainah Fitzgerald reflect on their 'Gain & Grounded' words for the year. They discuss progress, challenges, and strategies for managing time, saying 'no', and staying balanced amidst life's pressures. Tune in for more insight on how to stay focused on your positive growth…
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On today's podcast, John and Rich discuss the profound impact of kindness, sharing heartfelt stories that highlight the power of empathy and understanding. From navigating social media to humorous anecdotes about kindness gone awry, we celebrate the potential for positive change and invite you to join us in spreading goodness, one small act at a ti…
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Join John Kennedy, CFP® as he delves into the timely topic of "Financial Spring Cleaning" in honor of April's Financial Literacy Month. In this insightful episode, John offers actionable tips on decluttering your finances by reevaluating subscriptions, increasing yields, decluttering belongings, consolidating accounts, and reviewing insurance cover…
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In this episode of The Above Board Podcast, John delves into the internal struggles encountered on the path to personal growth and the pitfalls of comparing oneself to others. Drawing from personal experiences, including the challenges faced when founding CandorPath, John discusses the transient nature of negative motivation and emphasizes the impo…
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Step into the world of mental spring cleaning in this episode! From decluttering physical spaces to embracing self-care and gratitude, we've got it all covered. John Kennedy shares personal anecdotes and practical tips, like digital detoxing and setting boundaries for healthier relationships. Join us for a dose of positivity and reflection, and let…
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An Above Board Guide to Tax Planning
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John Kennedy, CFP® & Matthew Marcoux, CFP®, EA, break down the intricacies of tax planning and strategies that can transform your financial future. From decoding the difference between tax evasion and avoidance to uncovering smart tactics for saving on taxes, this conversation is packed with actionable insights. Learn how to maximize your savings w…
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Breaking Barriers with Business Coach Heidi Schalk
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Join host John Kennedy on Episode 106 of the Above Board podcast as he sits down with Heidi Schalk, a business strategist and leadership coach with an inspiring story of resilience and success. From navigating divorce as a stay-at-home mom to thriving as an entrepreneur, Heidi shares insights on overcoming fear, tackling limiting beliefs, and the i…
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Master Your Money: Five Tips for Budgeting Success
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Get ready to supercharge your financial game with John Kennedy, CFP® on this podcast episode! Dive into five game-changing budgeting rules that will revolutionize your approach to financial management. From mastering the art of separating fixed and variable expenses to planning for those unexpected costs that pop up out of nowhere. Join us as we em…
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The Pursuit of Healthy Selfishness
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Join John Kennedy as he explores the transformative concept of "healthy selfishness." Discover how prioritizing your well-being doesn't mean neglecting others; it's about setting boundaries and embracing self-care without sacrificing personal connections. Through personal anecdotes and reflections, John shares his journey of learning to prioritize …
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Exploring the World of Amazon Business with Lesley Hensell
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Join your host, John Kennedy, for an inspiring conversation with Lesley Hensell, where she shares her remarkable journey that ultimately led her into the world of e-commerce and entrepreneurship. Despite challenges, Lesley found her stride in the world of Amazon selling, offering invaluable insights into retail arbitrage, business setup, expense ma…
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Join your hosts, John Kennedy and Matthew Marcoux, as they delve into the importance of budgeting. Interestingly, they both have different viewpoints about the best budgeting methods, but ultimately, it comes down to creating a system and sticking with it. Learn why it's crucial to separate your expenses into different accounts and how to develop a…
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Gain & Grounded with Rainah Fitzgerald
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We're back! Your host John Kennedy is joined by returning guest Rainah Fitzgerald to discuss their 'words of the year' for 2024. Rainah shares her choice of 'grounded,' signifying her dedication to nurturing existing projects and embracing new ones with mindful consideration. Meanwhile, John opts for 'gain,' emphasizing the importance of acknowledg…
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Embracing Growth: A Year of Challenges, Reflections, and Mental Wellness
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Join us for a special 100th episode where our hosts reflect on their "Year of Yes, No, and Awareness." They revisit the goals they set in January 2023, sharing what worked and what didn't in their pursuit of challenges. Discover the ups and downs of their journeys, gaining insights into personal growth and resilience. Stick around for the wrap-up, …
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Lessons on Progress, Perfectionism and Mastery
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In 2023, we've had enlightening discussions on various topics, ranging from productivity to health and personal finance. In this episode, John Kennedy, CFP® shares his top conversations on the importance of progress over perfection, embracing failure, and the impact of consistency. These topics resonated throughout our episodes this year, as many i…
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The fear of losing is something that affects all of us, whether it's in our personal life or our finances. In this episode, we dive into the psychology of "loss aversion" and discuss strategies for managing these biases. Join John Kennedy, CFP® as he shares practical tips for coping with concepts like sunk cost bias and the endowment effect. Don't …
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In recent years, market volatility has tested the mettle of even the most experienced investors. From stock market fluctuations to unpredictable bond prices, successfully managing our finances has become more challenging than ever. During times of uncertainty, fear-driven decision making can lead to a behavior gap that significantly affects our fin…
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Do you often feel overwhelmed by the expectations you've placed on yourself? In our fast-paced lives, there never seems to be enough time to accomplish everything we want. Join John Kennedy as he shares his strategies for managing this self-imposed pressure. Striking balance between motivation and stress when it comes to your own expectations can f…
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The Black Belt Journey of Persistence
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Have you ever thought about the life lessons you wish to pass down to your children? Matthew Marcoux and John Kennedy share their hopes for teaching their kids perseverance and the value of hard work. Through their own experiences, they have learned that true mastery in any field is achieved by never giving up and always striving to do your best. M…
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Discover the incredible truth about how wounds heal from the inside out. Whether it's personal or professional, healing requires bravery and self-love. Join TheRichB as he delves into the transformative power of compassion and self-care. Embrace the power of speaking truth and positivity over yourself today.…
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How to Put Money in Your Emotional Bank Account
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In today's conversation, John Kennedy and TheRichB get real honest about the importance of investing in your emotional well-being and share their struggles with finding balance. We often expect ourselves to have endless energy and emotional capabilities, but that would be like expecting to magically have $50,000 in our bank account without actually…
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Exciting news! You asked, we answered. TheRichB has been garnering questions from our listeners throughout the past month, and in today’s episode, John Kennedy, CFP® and Matthew Marcoux, CFP® are ready to tackle all of your questions! Join the conversation and be prepared for an informative discussion on topics ranging from the use of a 529 plan to…
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Navigating Life with an Aging Parent
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In today's podcast, the guys share their ideas on navigating life with an aging parent. It can be a difficult topic to approach, but it’s an essential part of life for most families. Taking the time to plan with proper legal documents, a financial inventory, and monitoring accounts can give everyone peace of mind. The highlight of this podcast teac…
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Warren Buffett once said, "someone's sitting in the shade today because someone planted a tree a long time ago." This statement is true in many areas of life, especially when it comes to your money and investing for a better tomorrow. However, how often do we allow the headline news to determine our decision-making when it comes to our long-term go…
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It's easy to forget that we have control over much of what goes on in our own lives. Our thoughts, and the actions that we take, are something that we can truly influence. Today's conversation with TheRichB aims to help us focus on those things that are within our power. Making a conscious decision to put your effort and energy into taking control …
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Mentorship, Monk Mode and Lasting Lessons for Your Children
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Join TheRichB and John Kennedy as they delve into their hopes for how their children will remember them. They discuss the powerful role parents play in shaping their kids' lives and character, and how children often emulate their parents' actions. The discussion takes an intriguing turn with the introduction of a concept called "monk mode," reveali…
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Even the richest person in the world will have nothing if they do not have their health. Can you be wealthy if you are not healthy? Probably not. No, definitely not! In this podcast, Rich discusses some health hacks and personal wellness habits that he has utilized to stay fit and strong well into his 50's! Stay tuned for more episodes like this fr…
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Feeling like life is just one big to-do list? We totally get it. In this conversation, John Kennedy and TheRichB dive into the importance of planning for spontaneity and how it can positively impact your happiness and relationships. We all crave those unexpected, joyful moments, but in our fast-paced world, you've got to make time for them. Don't m…
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You know those people who seem to become wildly successful overnight? Well, it turns out they've actually been putting in years of hard work behind the scenes. This idea was popularized by Malcolm Gladwell's "10,000 hours" rule, which basically says that mastering a skill requires a ton of concentrated effort and hard work. But here's the thing: th…
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Today on the podcast, John Kennedy and TheRichB discuss how the phrase “chronically activated” applies to so many of us in these hectic, uncertain times. Through candid reflection, they share their own personal experiences with anxiety alongside the tactics they use regularly to help manage it better. From acknowledging underlying feelings to refra…
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Today on the podcast, John Kennedy and TheRichB are talking about something essential: investing in yourself! From personal finance to personal empowerment, they discuss how it really pays off to be your own best asset. With fascinating anecdotes and scientific facts, they demonstrate just why self-investment is the foundation of success. Tune into…
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Join TheRichB and John Kennedy as they explore how giving to others can bring a sense of fulfillment. They talk about the value of understanding love languages and how a simple, kind gesture can go miles towards creating a long-lasting impact for someone else. Whether you're a business owner focused on building strong relationships, or simply seeki…
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Let's face it, the best things in life aren't always easy. But, if you're passionate about something, the hard work is worth it! In this podcast, John Kennedy spills the beans on the power of embracing a healthy obsession. Listen in to learn more about John's journey in balancing burnout, facing the naysayers, and the importance of allowing yoursel…
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